Latest Blog Posts

Cash Flow Projections: Strengthen the Financial Future of your Business

For businesses of all sizes, managing an organization’s cash flow is an essential ingredient for success. For a business to successfully manage its..

How to Win the Accounting Talent War in 2023

Finding and retaining top accounting talent continues to be a challenge for CPA firms, especially after the pandemic has fundamentally changed how we..

Cash Flow Problems Solved

Managing cash flow is one of the most critical challenges facing small businesses today. Intuit's study, The State of Small Business Cash Flow,..

How to Harness the Power of Digital Marketing for Accounting Firms

As technology has gotten more advanced and accessible, digital marketing for accounting firms has become one of the best ways to reach and service..

Proven Strategies to Help Your Accounting Firm Retain, Attract Clients

If you have any doubts about the importance of customer service and building solid client relations, consider the following statistic from a Harvard..

How to Use Plooto Capture

In 2022 we introduced a new feature in Plooto called Plooto Capture, located in the Documents tab. Capture was built to help Plooto provide an..

How to use Credit Cards for Accounts Receivables

Thank you for choosing Plooto for your AP/AR automation needs. Plooto’s payment processing features have helped many businesses like yours streamline..

Creating New Accounting Firm Revenue Streams to Unlock Growth

Accounting firm revenue streams are changing. To survive and thrive, they are shifting or adding offerings from tax compliance services to business..

Why digital technology is crucial to an accounting firm’s success

For accounting firms, the changing business landscape, clients' evolving needs, and constant introduction of new technology coming to market can seem..

Building the Modern, Automated Accounting Firm

It is a brave new world for accounting firms. New technology, pent-up client demand for advisory services, and ever-increasing compliance and..